Four-Step Planning Process
With financial independence, family legacy and social capital solutions in place, wealth optimization becomes the focus of the planning process. Meanix Robustelli Wealth Management Group uses a unique and disciplined values-based approach to help you make wise choices and to help ensure that your plan is focusing on what you value.
Our team breaks the planning process into four quadrants or phases, each one representing one planning cycle: Discovery, Creative Solutions, Strategy Deployment, and Results Management.
Working with a knowledgeable and experienced planner who has access to current technologies and a thorough understanding of tax rules and financial planning techniques is important. Working with an advisor who takes the time to understand your unique desires and goals is critical.
We will take the time to help you make that assessment, develop a plan that works for you, and provide you with the tools and strategies necessary to successfully implement that plan.
Building Your Financial Blueprint
At Meanix Robustelli Wealth Management Group, we believe that every financial journey is unique and deserves a customized solution. We help you start building your financial blueprint by asking questions to understand your long-term goals. Through that conversation, we will help you develop a personalized strategy designed specifically for you.